Creating Group Head - Family Member relationship structure for insurance business
Hi,
I am trying on my own to implement Zoho CRM for my small insurance business with individual families mostly as our clientele.
In my business scenario, we have Family groups - Group Head (Head of family usually) and related Family Members. e.g.:- Clients are stored like this
Family Group - Mr. ABC (Group) [with unique Group Code AB01]
Family Members - 1. Mr. ABC (Group Head) [with Group Code AB01]
2. Mrs. DEF (Wife of Group Head) [with Group Code AB01]
3. Ms. XYZ (Child 1) [with Group Code AB01]
Every Group is given a unique group code . e.g. for above case, group code - AB01
Two achieve this in Zoho CRM, I have created two custom modules - Groups & Family Members and other custom fields for storing their personal , contact & other information.
In custom module "Groups", the record will be created as -
AB01 ABC ........& other info
In custom module "Family Members", the record will be created as -
AB01 ABC ........& other info
AB01 DEF........... & other info
AB01 XYZ........... & other info
Is this the right way to go about it ? How do i achieve this linking & relationship between two modules through a Group Code ? If my user is in "Groups" module, if the record is clicked and opened, it should also show its family members in the info. How do I achieve this using lookup fields, multi-look field & related lists ? Need some inputs and thoughts from community.
Thanks,
Tushar Arya
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